See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,002 | $59,805+50.5% | $79,550+13.1% | $68,494+31.4% |
| Participation rate | 78.1% | 61.1%+17.1pp | 69.5%+8.6pp | 67.9%+10.2pp |
| Annual return | -14.43% | -12.30%-2.1pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,187 | $1,505-21.1% | $2,413-50.8% | $2,596-54.3% |
| Participant deferral / active EE | $4,595 | $3,024+51.9% | $3,985+15.3% | $4,027+14.1% |
| Admin fee / account holder | $12,064 | $4,835+149.5% | $6,832+76.6% | $5,403+123.3% |